Our Insights
U.S. Tax Filing Obligations for Expatriates
Carey Singer and Michel Oulimar Understatement alert: filing taxes can be complicated. This year especially, is no exception. If you are …
Balancing Risk and Reward: Manager Research and Due Diligence
Optimizing Portfolios and Reimagining Risk
Investing and managing a portfolio is like riding a wave with high highs and low lows. Depending on where you, …
Philanthropy in Times of Crisis: Should I Stay or Should I Go?
Looking at philanthropic trends in a time of crisis when so many are in need may seem a tad robotic, …
The Summit Series: Fairness in Estate Distribution
Investing During a Crisis – Offence or Defence?
Preventing conflict II: Building bridges, balancing finance and family
Families are complicated. We spend our whole lives navigating close personal relationships yet improving them is often beyond difficult. Add …
Preventing Conflict I: Preserve and Grow Wealth
Every family - no matter their circumstance - experiences their share of turmoil. While family conflicts rarely reach crisis levels, certain …
Family forums: Building better family relationships through better communication and decision-making
Sometimes, a family needs someone to help navigate a situation that would otherwise be too fraught with emotion to untangle. They …